Value Investing Podcast
Page 16
VALUE: After Hours (S07 E24): What Ribosomes Can Teach Us About the Future of ManufacturingDuring their recent episode, Taylor, Carlisle, and Jim and Abigail Zimmerman discussed What Ribosomes Can Teach Us About the Future of Manufacturing. Here’s an excerpt from the …- VALUE: After Hours (S07 E24): Avoiding Value Traps by Tracking Free Cash FlowDuring their recent episode, Taylor, Carlisle, and Jim and Abigail Zimmerman discussed Avoiding Value Traps by Tracking Free Cash Flow. Here’s an excerpt from the episode: Belie…
- VALUE: After Hours (S07 E24): Fort Knox Balance Sheets Help You Sleep at NightDuring their recent episode, Taylor, Carlisle, and Jim and Abigail Zimmerman discussed Fort Knox Balance Sheets Help You Sleep at Night. Here’s an excerpt from the episode: So w…
- VALUE: After Hours (S07 E24): Focus on Cash from Operations, Not EBITDADuring their recent episode, Taylor, Carlisle, and Jim and Abigail Zimmerman discussed Focus on Cash from Operations, Not EBITDA. Here’s an excerpt from the episode: Abigail: Gr…
- VALUE: After Hours (S07 E24): Lowell Capital’s Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.LIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Jim and Abigail Zimmerman discuss: Why We Focus on Cash from Operations, Not EBITDA …
VALUE: After Hours (S07 E23): Margin of Safety vs MomentumDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Margin of Safety vs Momentum. Here’s an excerpt from the episode: Jake: One thing that friend of the sho…- VALUE: After Hours (S07 E23): Selling, Round-Trips, and Behavioral TacticsDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Selling, Round-Trips, and Behavioral Tactics. Here’s an excerpt from the episode: I’ll just share one of…
- VALUE: After Hours (S07 E23): The Four Controllables in InvestingDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed The Four Controllables in Investing. Here’s an excerpt from the episode: Zeke: So, Toby, coming back to …
- VALUE: After Hours (S07 E23): The Post-Value Era and Buffett’s LegacyDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed The Post-Value Era and Buffett’s Legacy. Here’s an excerpt from the episode: Tobias: I see. Jake: We did…
- VALUE: After Hours (S07 E23): Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision FactorsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss: The Post-Value Era and Buffett’s Legacy The Four Controllables …
- VALUE: After Hours (S07 E22): The Bear Case: What Happens When the Tailwinds Reverse?During their recent episode, Taylor, Carlisle, and Dave Collum discussed The Bear Case: What Happens When the Tailwinds Reverse. Here’s an excerpt from the episode: David: There…
- VALUE: After Hours (S07 E22): Why the Bull Case Was So PowerfulDuring their recent episode, Taylor, Carlisle, and Dave Collum discussed Why the Bull Case Was So Powerful. Here’s an excerpt from the episode: David: And so, I really do believ…
- VALUE: After Hours (S07 E22): The Case-Shiller PE and Valuation DistortionsDuring their recent episode, Taylor, Carlisle, and Dave Collum discussed The Case-Shiller PE and Valuation Distortions. Here’s an excerpt from the episode: Tobias: What makes yo…
- VALUE: After Hours (S07 E22): What’s Wrong with the Markets?During their recent episode, Taylor, Carlisle, and Dave Collum discussed What’s Wrong with the Markets?. Here’s an excerpt from the episode: Tobias: We had a good podcast with h…
- VALUE: After Hours (S07 E22): David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinumIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Dave Collum discuss: What’s Wrong with the Markets? The Case-Shiller PE and Valuatio…
- VALUE: After Hours (S07 E21): Buffett’s Cognitive Altitude and the Value of Going DeepDuring their recent episode, Taylor, Carlisle, and Chris Waller discussed Buffett’s Cognitive Altitude and the Value of Going Deep. Here’s an excerpt from the episode: Jake: Yes…
- VALUE: After Hours (S07 E21): Scuttlebutt Advantage: How to Unearth Small-Cap MoatsDuring their recent episode, Taylor, Carlisle, and Chris Waller discussed Scuttlebutt Advantage: How to Unearth Small-Cap Moats. Here’s an excerpt from the episode: So, with XPE…
- VALUE: After Hours (S07 E21): Why TerraVest Is a Boring Business That Prints CashDuring their recent episode, Taylor, Carlisle, and Chris Waller discussed Why TerraVest Is a Boring Business That Prints Cash. Here’s an excerpt from the episode: Chris: Yeah. O…